Asset Allocation

As of May 31, 2025.
Type % Net
Cash 2.11%
Stock 96.00%
Bond 0.45%
Convertible 0.00%
Preferred 0.00%
Other 1.44%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.46%    % Unidentified Markets: 2.22%

Americas 2.38%
1.74%
Canada 0.56%
United States 1.18%
0.64%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.40%
United Kingdom 22.13%
46.69%
Belgium 3.69%
Denmark 2.74%
Finland 1.18%
France 10.05%
Germany 7.56%
Ireland 2.05%
Italy 3.25%
Netherlands 3.94%
Portugal 0.31%
Spain 4.41%
Sweden 0.99%
Switzerland 6.51%
0.00%
1.58%
Israel 1.58%
Greater Asia 25.01%
Japan 20.66%
1.55%
Australia 1.55%
2.79%
Hong Kong 0.74%
Singapore 2.06%
0.00%
Unidentified Region 2.22%

Stock Sector Exposure

Cyclical
39.88%
Materials
4.65%
Consumer Discretionary
10.42%
Financials
23.24%
Real Estate
1.57%
Sensitive
34.92%
Communication Services
5.04%
Energy
3.02%
Industrials
18.97%
Information Technology
7.89%
Defensive
22.61%
Consumer Staples
8.08%
Health Care
11.28%
Utilities
3.25%
Not Classified
2.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.59%
As of May 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available